Liefer-, Projekt- und Serviceplanung

uScheduler Project / Service / Sales

Ein Plan für alles, was nach der Fertigung passiert.

Wenn die Fertigung fertig ist, müssen Lieferung, Montage, Service und Projektarbeit noch geplant werden. uScheduler P/S/S bringt all das in eine Übersicht und plant es gegen Kapazität, Qualifikationen, Geografie, Fristen und Materialverfügbarkeit. Es prüft auch, ob die Teile am Tag selbst da sind. Vertrieb, Logistik und Servicetechniker schauen alle auf dieselbe Tafel, so werden Zusagen eingehalten und es gibt weniger Überraschungen.

uScheduler P/S/S planning board with project and service orders scheduled across resources
Funktionen · 9
uScheduler Project / Service / Sales · Capacity

Promise what you can deliver.

When you slot an install, the system already knows whether your installers are free that day, before the date hits the contract. Capacity is shown per team, so promises are made by people who can see the constraint.

Sales calls the planner before quoting
When every quote requires a capacity check by phone, both teams resent each other. Direct capacity visibility ends the friction.
Slots get over-promised
Without visibility, sales books the same Friday three times. The third customer finds out late.
Slack is invisible
A team running at 60% looks fully booked because every slot has someone's name on it. The capacity number tells the real story.
Holidays surprise everyone
A team week with a public holiday has 32 productive hours, not 40. Without the calendar feeding capacity, the plan over-books.
Was du siehst

The capacity number sales can quote against.

Service businesses lose deals when sales have to call back to answer “when can we do it?”. If sales can see capacity themselves, they can give a date in the meeting, and it’s one you can keep.

  • Net bookable capacity (after current commitments)
  • Reserved capacity for urgent, unplanned work
  • Holiday and training time subtracted automatically
  • Capacity-smoothing suggestions for tight weeks
  • Forward visibility: scroll ahead as far as you need
Project planning board with jobs scheduled across engineers, showing material availability per job
Wann das wichtig ist

Anzeichen, dass du das brauchst.

01
Sales calls the planner before quoting
When every quote requires a capacity check by phone, both teams resent each other. Direct capacity visibility ends the friction.
02
Slots get over-promised
Without visibility, sales books the same Friday three times. The third customer finds out late.
03
Slack is invisible
A team running at 60% looks fully booked because every slot has someone’s name on it. The capacity number tells the real story.
04
Holidays surprise everyone
A team week with a public holiday has 32 productive hours. Without the calendar feeding capacity, the plan books all 40.
Häufige Fragen

Die Fragen, die alle zuerst stellen.

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Per resource (engineer, team, truck), per shift pattern. It uses the same calendar layer as uScheduler Production, so there’s one source of truth.

Sieh dir uScheduler Project / Service / Sales in einer 30-minütigen Demo an.

Eine echte Bildschirmfreigabe mit jemandem, der es gebaut hat. Keine Folien.

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